Financial Services Administrator

1 week ago

Glasgow, United Kingdom Linkpoint Resources Limited Full time

**Part-time: 21 hours per week, potential flexibility on days / hours worked**_
- **Salary: £34,000 - £38,000 Full Time Equivalent (pro-rata £20,000 to £23,000 ) + Bonus + Pension + Other Benefits**_

**Financial Services Administrator’s Core Duties**
- Prepare and issue client valuations
- Ensure clients are correctly aligned with portfolios
- Calculate fund switches
- Calculate CGT liability
- Action all client admin requests
- Research existing investments including plan information and charges
- Manage workload and request updates where necessary
- Draft reports for new business
- Draft reports for DC and investment transfers
- Consolidate all paperwork and send to clients and providers

**Financial Services Administrator’s Skills Required**
- Excellent MS Office skills, especially Excel for calculations
- IO for adding client and plan information)
- Experienced working in Financial Services
- Great interpersonal and communications skills
- Ability to work independently
- **Are you enthusiastic about the Financial Services Administrator's job? Send us your CV in a Word format today.**_

**Job Types**: Part-time, Permanent
Part-time hours: 21 per week

**Salary**: £34,000.00-£38,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Life insurance
- Private dental insurance
- Private medical insurance

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Yearly bonus

Ability to commute/relocate:

- Glasgow: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you happy to work 21-hours per week?

**Experience**:

- a Financial Services Administrator: 1 year (preferred)
- researching existing investments inc plan info & charges: 1 year (preferred)
- calculating CGT liability: 1 year (preferred)
- calculating fund switches: 1 year (preferred)

Work Location: One location

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